The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 35,759 1,725,000 SH   SOLE   1,725,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 37,140 400,000 SH Call SOLE   400,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 69,638 750,000 SH   SOLE   750,000 0 0
ADIENT PLC ORD SHS G0084W101 1,739 50,000 SH Put SOLE   50,000 0 0
ADIENT PLC ORD SHS G0084W101 9,262 266,375 SH   SOLE   266,375 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 39,378 250,000 SH Call SOLE   250,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 11,813 75,000 SH   SOLE   75,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 2,507 30,000 SH Put SOLE   30,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 15,881 190,008 SH   SOLE   190,008 0 0
AES CORP COM 00130H105 18,800 800,000 SH   SOLE   800,000 0 0
AGCO CORP COM 001084102 2,577 25,000 SH Put SOLE   25,000 0 0
AGCO CORP COM 001084102 21,927 212,700 SH   SOLE   212,700 0 0
AIR CANADA COM 008911877 1,789 100,000 SH   SOLE   100,000 0 0
AKZO NOBEL N.V. COM 00BJ2KSG2 35,792 333,481 SH   SOLE   333,481 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 6,153 350,000 SH Put SOLE   350,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 29,091 125,000 SH Call SOLE   125,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 5,992 224,762 SH   SOLE   224,762 0 0
AMAZON COM INC COM 023135106 40,712 12,500 SH   SOLE   12,500 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 2,120 1,000,000 SH Put SOLE   1,000,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 15,053 750,000 SH Call SOLE   750,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 45,158 2,250,000 SH   SOLE   2,250,000 0 0
AMETEK INC COM 031100100 3,628 30,000 SH Put SOLE   30,000 0 0
AMETEK INC COM 031100100 17,924 148,207 SH   SOLE   148,207 0 0
AMPHENOL CORP NEW CL A 032095101 2,615 20,000 SH Put SOLE   20,000 0 0
AMPHENOL CORP NEW CL A 032095101 13,966 106,800 SH   SOLE   106,800 0 0
APTIV PLC SHS G6095L109 1,954 15,000 SH Put SOLE   15,000 0 0
APTIV PLC SHS G6095L109 14,900 114,358 SH   SOLE   114,358 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 53,243 2,325,000 SH   SOLE   2,325,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 4,580 200,000 SH Put SOLE   200,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,157 50,000 SH Call SOLE   50,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 21,091 488,891 SH   SOLE   488,891 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 7,597 95,923 SH   SOLE   95,923 0 0
AT HOME GROUP INC COM 04650Y100 2,319 150,000 SH Put SOLE   150,000 0 0
AVERY DENNISON CORP COM 053611109 28,536 183,970 SH   SOLE   183,970 0 0
AVIENT CORPORATION COM 05368V106 45,198 1,122,090 SH   SOLE   1,122,090 0 0
AZEK CO INC CL A 05478C105 18,471 480,398 SH   SOLE   480,398 0 0
BED BATH & BEYOND INC COM 075896100 2,664 150,000 SH Put SOLE   150,000 0 0
BLOOMIN BRANDS INC COM 094235108 54,862 2,825,000 SH   SOLE   2,825,000 0 0
BOEING CO COM 097023105 10,703 50,000 SH   SOLE   50,000 0 0
BOWX ACQUISITION CORP UNIT 08/03/2025 103085205 11,860 1,108,365 SH   SOLE   1,108,365 0 0
BRUNSWICK CORP COM 117043109 7,624 100,000 SH Put SOLE   100,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 17,344 425,000 SH   SOLE   425,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 70,557 950,000 SH   SOLE   950,000 0 0
CALLAWAY GOLF CO COM 131193104 24,010 1,000,000 SH   SOLE   1,000,000 0 0
CAPRI HOLDINGS LTD COM G1890L107 18,900 450,000 SH   SOLE   450,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 18,926 501,743 SH   SOLE   501,743 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 3,772 100,000 SH Put SOLE   100,000 0 0
CARVANA CO CL A 146869102 20,960 87,500 SH   SOLE   87,500 0 0
CATERPILLAR INC COM 149123101 9,101 50,000 SH Call SOLE   50,000 0 0
CATERPILLAR INC COM 149123101 2,730 15,000 SH Put SOLE   15,000 0 0
CATERPILLAR INC COM 149123101 10,011 55,000 SH   SOLE   55,000 0 0
CENTURY ALUM CO COM 156431108 10,203 925,000 SH   SOLE   925,000 0 0
CHEWY INC CL A 16679L109 15,731 175,000 SH Put SOLE   175,000 0 0
CINEMARK HLDGS INC COM 17243V102 13,058 750,000 SH Call SOLE   750,000 0 0
CINEMARK HLDGS INC COM 17243V102 8,705 500,000 SH   SOLE   500,000 0 0
CLEAN HARBORS INC COM 184496107 2,283 30,000 SH Put SOLE   30,000 0 0
CLEAN HARBORS INC COM 184496107 10,478 137,681 SH   SOLE   137,681 0 0
COCA-COLA EUROPEAN PARTNERS COM G25839104 54,813 1,100,000 SH   SOLE   1,100,000 0 0
COGNEX CORP COM 192422103 1,283 15,977 SH   SOLE   15,977 0 0
COLFAX CORP COM 194014106 16,373 428,167 SH   SOLE   428,167 0 0
COLFAX CORP COM 194014106 3,824 100,000 SH Put SOLE   100,000 0 0
COLGATE PALMOLIVE CO COM 194162103 55,582 650,000 SH   SOLE   650,000 0 0
COLONNADE ACQUISITION -CW25 COM G2283K102 1,156 322,937 SH   SOLE   322,937 0 0
COLONNADE ACQUISITION CORP-A COM G2283K110 1,969 145,874 SH   SOLE   145,874 0 0
CONSTELLATION BRANDS INC CL A 21036P108 72,287 330,000 SH   SOLE   330,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 49,286 225,000 SH Call SOLE   225,000 0 0
CONSTELLIUM SE COM F21107101 11,191 799,900 SH   SOLE   799,900 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105 4,274 288,606 SH   SOLE   288,606 0 0
CROCS INC COM 227046109 20,365 325,000 SH Call SOLE   325,000 0 0
CROWN HLDGS INC COM 228368106 43,587 435,000 SH   SOLE   435,000 0 0
CUMMINS INC COM 231021106 15,552 68,479 SH   SOLE   68,479 0 0
CUMMINS INC COM 231021106 3,407 15,000 SH Put SOLE   15,000 0 0
CURALEAF HOLDINGS INC COM 23126M102 9,581 800,000 SH   SOLE   800,000 0 0
D R HORTON INC COM 23331A109 6,304 91,468 SH   SOLE   91,468 0 0
D R HORTON INC COM 23331A109 1,378 20,000 SH Put SOLE   20,000 0 0
DANA INC COM 235825205 2,401 123,000 SH   SOLE   123,000 0 0
DANAHER CORPORATION COM 235851102 22,590 101,694 SH   SOLE   101,694 0 0
DANAHER CORPORATION COM 235851102 4,443 20,000 SH Put SOLE   20,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 7,505 250,000 SH Call SOLE   250,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 18,763 625,000 SH   SOLE   625,000 0 0
DEERE & CO COM 244199105 5,381 20,000 SH Put SOLE   20,000 0 0
DEERE & CO COM 244199105 29,056 107,995 SH   SOLE   107,995 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,519 87,518 SH   SOLE   87,518 0 0
DESKTOP METAL INC COM CL A 25058X105 16,510 1,000,000 SH   SOLE   1,000,000 0 0
DISNEY WALT CO COM 254687106 104,179 575,000 SH   SOLE   575,000 0 0
DOVER CORP COM 260003108 37,645 298,182 SH   SOLE   298,182 0 0
DOVER CORP COM 260003108 6,313 50,000 SH Put SOLE   50,000 0 0
DYCOM INDS INC COM 267475101 2,075 27,473 SH   SOLE   27,473 0 0
EATON CORP PLC SHS G29183103 6,007 50,000 SH Put SOLE   50,000 0 0
EATON CORP PLC SHS G29183103 33,013 274,784 SH   SOLE   274,784 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 4,044 150,799 SH   SOLE   150,799 0 0
EDP RENOVAVEIS SA COM 00B39GNW2 9,847 353,542 SH   SOLE   353,542 0 0
ELEMENT SOLUTIONS INC COM 28618M106 35,993 2,030,057 SH   SOLE   2,030,057 0 0
EMERSON ELEC CO COM 291011104 8,439 105,000 SH   SOLE   105,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 9,750 300,000 SH Put SOLE   300,000 0 0
EQUITY DISTR ACQUISITION COR UNIT 99/99/9999 29465E205 5,325 500,000 SH   SOLE   500,000 0 0
ETSY INC COM 29786A106 13,343 75,000 SH Put SOLE   75,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 19,860 150,000 SH Call SOLE   150,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 19,860 150,000 SH   SOLE   150,000 0 0
CAPRI HOLDINGS LTD COM G1890L107 21,000 500,000 SH Call SOLE   500,000 0 0
FLEX LTD COM Y2573F102 2,517 140,000 SH   SOLE   140,000 0 0
FMC CORP COM NEW 302491303 21,896 190,518 SH   SOLE   190,518 0 0
FOREST ROAD ACQUISITION CORP UNIT 99/99/9999 34619R201 16,800 1,600,000 SH   SOLE   1,600,000 0 0
FORTIVE CORP COM 34959J108 6,374 90,000 SH   SOLE   90,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 3,218 37,540 SH   SOLE   37,540 0 0
FOX CORP CL A COM 35137L105 14,560 500,000 SH Put SOLE   500,000 0 0
G III APPAREL GROUP LTD COM 36237H101 2,015 84,868 SH   SOLE   84,868 0 0
GAP INC COM 364760108 43,409 2,150,000 SH   SOLE   2,150,000 0 0
GAP INC COM 364760108 20,190 1,000,000 SH Call SOLE   1,000,000 0 0
GATX CORP COM 361448103 8,116 97,576 SH   SOLE   97,576 0 0
GENERAC HLDGS INC COM 368736104 6,587 28,964 SH   SOLE   28,964 0 0
GENERAL ELECTRIC CO COM 369604103 10,541 976,000 SH   SOLE   976,000 0 0
GENERAL MTRS CO COM 37045V100 4,789 115,000 SH   SOLE   115,000 0 0
GERDAU SA SPON ADR REP PFD 373737105 3,269 700,000 SH   SOLE   700,000 0 0
GLU MOBILE INC COM 379890106 15,993 1,775,000 SH   SOLE   1,775,000 0 0
GODADDY INC CL A 380237107 24,885 300,000 SH   SOLE   300,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 5,455 500,000 SH Call SOLE   500,000 0 0
GRAYSCALE BITCOIN TRUST BTC COM 389637109 5,547 173,333 SH   SOLE   173,333 0 0
GREENBRIER COS INC COM 393657101 2,729 75,000 SH   SOLE   75,000 0 0
GROWGENERATION CORP COM 39986L109 16,088 400,000 SH Call SOLE   400,000 0 0
GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 4,560 400,000 SH   SOLE   400,000 0 0
HASBRO INC COM 418056107 14,031 150,000 SH Call SOLE   150,000 0 0
HASBRO INC COM 418056107 18,708 200,000 SH   SOLE   200,000 0 0
HEICO CORP NEW COM 422806109 1,324 10,000 SH Put SOLE   10,000 0 0
HEICO CORP NEW COM 422806109 6,771 51,143 SH   SOLE   51,143 0 0
HERSHEY CO COM 427866108 41,891 275,000 SH   SOLE   275,000 0 0
HIBBETT SPORTS INC COM 428567101 10,391 225,000 SH   SOLE   225,000 0 0
HOME DEPOT INC COM 437076102 26,562 100,000 SH Put SOLE   100,000 0 0
HONEYWELL INTL INC COM 438516106 5,318 25,000 SH Put SOLE   25,000 0 0
HONEYWELL INTL INC COM 438516106 26,821 126,100 SH   SOLE   126,100 0 0
HUB GROUP INC CL A 443320106 18,441 323,531 SH   SOLE   323,531 0 0
HUNT J B TRANS SVCS INC COM 445658107 30,651 224,304 SH   SOLE   224,304 0 0
HYDROFARM HLDGS GROUP INC COM 44888K209 4,419 84,041 SH   SOLE   84,041 0 0
IAA INC COM 449253103 6,557 100,915 SH   SOLE   100,915 0 0
IAC INTERACTIVECORP NEW COM 44891N109 158,581 837,500 SH   SOLE   837,500 0 0
IAC INTERACTIVECORP NEW COM 44891N109 9,468 50,000 SH Call SOLE   50,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 9,175 45,000 SH   SOLE   45,000 0 0
INGERSOLL RAND INC COM 45687V106 6,606 145,000 SH   SOLE   145,000 0 0
INTERPRIVATE ACQUISITION COR COM 46064A103 3,078 211,664 SH   SOLE   211,664 0 0
INVESCO DB US DLR INDEX TR BULLISH FD 46141D203 24,240 1,000,000 SH Put SOLE   1,000,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 3,083 30,000 SH Put SOLE   30,000 0 0
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 6,925 66,977 SH   SOLE   66,977 0 0
ISHARES SILVER TR ISHARES 46428Q109 8,207 334,019 SH   SOLE   334,019 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 206,680 4,000,000 SH Call SOLE   4,000,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 98,030 500,000 SH Put SOLE   500,000 0 0
ITT INC COM 45073V108 10,783 140,000 SH   SOLE   140,000 0 0
JACOBS ENGR GROUP INC COM 469814107 3,269 30,000 SH Put SOLE   30,000 0 0
JACOBS ENGR GROUP INC COM 469814107 21,028 192,986 SH   SOLE   192,986 0 0
JUNIPER INDL HLDGS INC COM CL A 48205G106 8,033 750,000 SH   SOLE   750,000 0 0
JUNIPER INDL HLDGS INC *W EXP 11/13/2026 48205G114 782 425,000 SH   SOLE   425,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 12,248 60,000 SH   SOLE   60,000 0 0
KINS TECHNOLOGY GROUP INC UNIT 10/14/2025 49714K208 4,631 450,000 SH   SOLE   450,000 0 0
KLOECKNER & CO SE COM 0BJ170DQ6 6,972 712,968 SH   SOLE   712,968 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 8,364 200,000 SH Call SOLE   200,000 0 0
L BRANDS INC COM 501797104 9,298 250,000 SH Call SOLE   250,000 0 0
L BRANDS INC COM 501797104 55,785 1,500,000 SH   SOLE   1,500,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 6,616 35,000 SH   SOLE   35,000 0 0
LANDSTAR SYS INC COM 515098101 20,872 155,000 SH   SOLE   155,000 0 0
LANXESS AG COM 00B05M8B7 8,050 105,000 SH   SOLE   105,000 0 0
LAS VEGAS SANDS CORP COM 517834107 123,670 2,075,000 SH   SOLE   2,075,000 0 0
LAS VEGAS SANDS CORP COM 517834107 8,940 150,000 SH Call SOLE   150,000 0 0
LEAR CORP COM NEW 521865204 2,385 15,000 SH Put SOLE   15,000 0 0
LEAR CORP COM NEW 521865204 10,361 65,150 SH   SOLE   65,150 0 0
LEGGETT & PLATT INC COM 524660107 44,300 1,000,000 SH   SOLE   1,000,000 0 0
LENNOX INTL INC COM 526107107 5,479 20,000 SH   SOLE   20,000 0 0
LESLIES INC COM 527064109 3,465 124,873 SH   SOLE   124,873 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 1,617 65,000 SH   SOLE   65,000 0 0
LINDE PLC SHS G5494J103 41,371 157,000 SH   SOLE   157,000 0 0
LOCKHEED MARTIN CORP COM 539830109 13,356 37,625 SH   SOLE   37,625 0 0
LOCKHEED MARTIN CORP COM 539830109 3,550 10,000 SH Put SOLE   10,000 0 0
LOUISIANA PAC CORP COM 546347105 57,469 1,546,108 SH   SOLE   1,546,108 0 0
LOVESAC COMPANY COM 54738L109 25,315 587,500 SH   SOLE   587,500 0 0
LOWES COS INC COM 548661107 92,293 575,000 SH   SOLE   575,000 0 0
LOWES COS INC COM 548661107 32,102 200,000 SH Put SOLE   200,000 0 0
LYFT INC CL A COM 55087P104 24,565 500,000 SH Put SOLE   500,000 0 0
MACYS INC COM 55616P104 5,625 500,000 SH Put SOLE   500,000 0 0
MADDEN STEVEN LTD COM 556269108 26,490 750,000 SH   SOLE   750,000 0 0
MAGNA INTL INC COM 559222401 2,124 30,000 SH   SOLE   30,000 0 0
MARTEN TRANS LTD COM 573075108 2,412 140,000 SH   SOLE   140,000 0 0
MASCO CORP COM 574599106 7,466 135,921 SH   SOLE   135,921 0 0
MASCO CORP COM 574599106 1,648 30,000 SH Put SOLE   30,000 0 0
MASTEC INC COM 576323109 1,705 25,000 SH Put SOLE   25,000 0 0
MASTEC INC COM 576323109 6,479 95,031 SH   SOLE   95,031 0 0
MASTERCARD INCORPORATED CL A 57636Q104 84,773 237,500 SH   SOLE   237,500 0 0
MATCH GROUP INC NEW COM 57667L107 54,050 357,500 SH   SOLE   357,500 0 0
MATCH GROUP INC NEW COM 57667L107 22,679 150,000 SH Call SOLE   150,000 0 0
MERITAGE HOMES CORP COM 59001A102 1,117 13,486 SH   SOLE   13,486 0 0
MONDELEZ INTL INC CL A 609207105 105,246 1,800,000 SH   SOLE   1,800,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 23,120 250,000 SH Call SOLE   250,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 100,341 1,085,000 SH   SOLE   1,085,000 0 0
MOSAIC CO NEW COM 61945C103 21,860 950,000 SH   SOLE   950,000 0 0
NEWHOLD INVESTMENT CORP UNIT 03/10/2025 651448201 3,132 300,000 SH   SOLE   300,000 0 0
NORFOLK SOUTHN CORP COM 655844108 6,630 27,902 SH   SOLE   27,902 0 0
NORSK HYDRO ASA COM 00B11HK39 13,335 2,870,000 SH   SOLE   2,870,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 12,829 42,100 SH   SOLE   42,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,047 10,000 SH Put SOLE   10,000 0 0
NXP SEMICONDUCTORS NV COM 00B505PN7 2,703 17,000 SH   SOLE   17,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 19,518 100,000 SH Put SOLE   100,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,782 85,000 SH   SOLE   85,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 22,629 50,000 SH Put SOLE   50,000 0 0
ORSTED A/S COM 00BYT16L4 32,160 157,550 SH   SOLE   157,550 0 0
OTIS WORLDWIDE CORP COM 68902V107 14,886 220,377 SH   SOLE   220,377 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,689 25,000 SH Put SOLE   25,000 0 0
PACCAR INC COM 693718108 1,726 20,000 SH Put SOLE   20,000 0 0
PACCAR INC COM 693718108 4,706 54,546 SH   SOLE   54,546 0 0
PARKER-HANNIFIN CORP COM 701094104 25,986 95,392 SH   SOLE   95,392 0 0
PARKER-HANNIFIN CORP COM 701094104 5,448 20,000 SH Put SOLE   20,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 22,758 150,000 SH Put SOLE   150,000 0 0
PEPSICO INC COM 713448108 27,806 187,500 SH   SOLE   187,500 0 0
PERIPHAS CAPITAL PARTNERING UNIT 99/99/9999 713895209 9,139 350,000 SH   SOLE   350,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 11,088 400,000 SH Call SOLE   400,000 0 0
PINTEREST INC CL A 72352L106 13,180 200,000 SH Call SOLE   200,000 0 0
PINTEREST INC CL A 72352L106 13,180 200,000 SH   SOLE   200,000 0 0
POOL CORP COM 73278L105 8,823 23,686 SH   SOLE   23,686 0 0
PORCH GROUP INC COM 733245104 26,061 1,826,300 SH   SOLE   1,826,300 0 0
POST HLDGS INC COM 737446104 18,939 187,500 SH   SOLE   187,500 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 8,210 500,000 SH Call SOLE   500,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 4,645 338,099 SH   SOLE   338,099 0 0
PURPLE INNOVATION INC COM 74640Y106 23,058 700,000 SH   SOLE   700,000 0 0
PVH CORPORATION COM 693656100 107,974 1,150,000 SH   SOLE   1,150,000 0 0
QUANTA SVCS INC COM 74762E102 8,282 115,000 SH   SOLE   115,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 25,335 300,000 SH Put SOLE   300,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 24,068 300,000 SH   SOLE   300,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 17 7,357 SH   SOLE   7,357 0 0
RALPH LAUREN CORP CL A 751212101 50,573 487,500 SH   SOLE   487,500 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,576 50,000 SH Put SOLE   50,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 12,872 180,000 SH   SOLE   180,000 0 0
REDFIN CORP COM 75737F108 6,863 100,000 SH Put SOLE   100,000 0 0
REGAL BELOIT CORP COM 758750103 3,684 30,000 SH Put SOLE   30,000 0 0
REGAL BELOIT CORP COM 758750103 23,460 191,025 SH   SOLE   191,025 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 47,900 400,000 SH   SOLE   400,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 39,722 650,000 SH Call SOLE   650,000 0 0
REXNORD CORP COM 76169B102 1,580 40,000 SH Put SOLE   40,000 0 0
REXNORD CORP COM 76169B102 10,465 265,000 SH   SOLE   265,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,642 75,000 SH   SOLE   75,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,280 37,000 SH   SOLE   37,000 0 0
ROMEO POWER INC COM 776153108 10,740 500,000 SH   SOLE   500,000 0 0
ROSS STORES INC COM 778296103 58,335 475,000 SH   SOLE   475,000 0 0
ROSS STORES INC COM 778296103 26,097 212,500 SH Call SOLE   212,500 0 0
RUSH ENTERPRISES INC CL A 781846209 1,450 35,000 SH   SOLE   35,000 0 0
RUSH STREET INTERACTIVE INC COM 782011100 10,825 500,000 SH   SOLE   500,000 0 0
RWE AG COM 004768962 20,904 495,000 SH   SOLE   495,000 0 0
RYDER SYS INC COM 783549108 1,853 30,000 SH   SOLE   30,000 0 0
RYERSON HLDG CORP COM 783754104 3,442 252,339 SH   SOLE   252,339 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 1,760 85,000 SH   SOLE   85,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 14,936 75,000 SH Put SOLE   75,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 34,850 175,000 SH   SOLE   175,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 49,392 1,575,000 SH   SOLE   1,575,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 19,110 3,000,000 SH Call SOLE   3,000,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 763 4,812 SH   SOLE   4,812 0 0
SOUTHWEST AIRLS CO COM 844741108 1,398 30,000 SH   SOLE   30,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 20,901 117,185 SH   SOLE   117,185 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 76,645 205,000 SH Put SOLE   205,000 0 0
SPDR SER TR S&P METALS MNG 78464A755 10,032 300,000 SH Put SOLE   300,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 106,623 1,350,000 SH   SOLE   1,350,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,786 10,000 SH Put SOLE   10,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,093 45,321 SH   SOLE   45,321 0 0
STARBOARD VALUE ACQUISITN CO UNIT 09/10/2025 85521J208 5,150 500,000 SH   SOLE   500,000 0 0
STEEL DYNAMICS INC COM 858119100 26,915 730,000 SH   SOLE   730,000 0 0
STELCO HOLDINGS INC COM 858522105 17,846 999,100 SH   SOLE   999,100 0 0
STITCH FIX INC COM CL A 860897107 7,340 125,000 SH Put SOLE   125,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 6,942 200,000 SH Call SOLE   200,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 13,884 400,000 SH   SOLE   400,000 0 0
TAPESTRY INC COM 876030107 52,836 1,700,000 SH   SOLE   1,700,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 2,421 20,000 SH Put SOLE   20,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 15,860 131,000 SH   SOLE   131,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 28,280 72,146 SH   SOLE   72,146 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 9,800 25,000 SH Put SOLE   25,000 0 0
TESLA INC COM 88160R101 4,139 5,865 SH   SOLE   5,865 0 0
TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 2,202 114,830 SH   SOLE   114,830 0 0
TFI INTL INC COM 87241L109 6,437 125,000 SH Put SOLE   125,000 0 0
TFI INTL INC COM 87241L109 5,158 100,000 SH   SOLE   100,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,955 34,254 SH   SOLE   34,254 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,260 7,000 SH Put SOLE   7,000 0 0
THOR INDS INC COM 885160101 30,222 325,000 SH Call SOLE   325,000 0 0
TIMKEN CO COM 887389104 4,642 60,000 SH Put SOLE   60,000 0 0
TIMKEN CO COM 887389104 26,616 344,056 SH   SOLE   344,056 0 0
TJX COS INC NEW COM 872540109 23,902 350,000 SH Call SOLE   350,000 0 0
TJX COS INC NEW COM 872540109 53,778 787,500 SH   SOLE   787,500 0 0
TPI COMPOSITES INC COM 87266J104 19,568 370,747 SH   SOLE   370,747 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 7,258 50,000 SH   SOLE   50,000 0 0
TRIMBLE INC COM 896239100 1,335 20,000 SH   SOLE   20,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 39,525 775,000 SH   SOLE   775,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,200 200,000 SH Call SOLE   200,000 0 0
UNDER ARMOUR INC CL A 904311107 20,604 1,200,000 SH Call SOLE   1,200,000 0 0
UNDER ARMOUR INC CL A 904311107 56,661 3,300,000 SH   SOLE   3,300,000 0 0
UNION PAC CORP COM 907818108 41,644 200,000 SH Put SOLE   200,000 0 0
UNION PAC CORP COM 907818108 67,672 325,000 SH   SOLE   325,000 0 0
UNITED RENTALS INC COM 911363109 5,798 25,000 SH   SOLE   25,000 0 0
UTZ BRANDS INC COM CL A 918090101 24,266 1,100,000 SH   SOLE   1,100,000 0 0
VAIL RESORTS INC COM 91879Q109 45,331 162,500 SH   SOLE   162,500 0 0
VALE S A SPONSORED ADS 91912E105 28,576 1,705,000 SH   SOLE   1,705,000 0 0
VALVOLINE INC COM 92047W101 11,559 499,540 SH   SOLE   499,540 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 28,996 1,553,099 SH   SOLE   1,553,099 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 5,601 300,000 SH Put SOLE   300,000 0 0
VESTAS WIND SYSTEMS A/S COM 005964651 47,439 200,756 SH   SOLE   200,756 0 0
VG ACQUISITION CORP COM G9446E121 8,520 710,000 SH   SOLE   710,000 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 2,746 115,734 SH   SOLE   115,734 0 0
VISTEON CORP COM NEW 92839U206 4,770 38,000 SH   SOLE   38,000 0 0
VONTIER CORPORATION COM 928881101 4,676 140,000 SH   SOLE   140,000 0 0
VY GLOBAL GROWTH COM G9444H126 11,100 1,031,600 SH   SOLE   1,031,600 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 2,469 65,000 SH   SOLE   65,000 0 0
WASTE CONNECTIONS INC COM 94106B101 20,669 201,511 SH   SOLE   201,511 0 0
WESCO INTL INC COM 95082P105 5,495 70,000 SH   SOLE   70,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 46,465 723,000 SH   SOLE   723,000 0 0
WESTROCK CO COM 96145D105 21,765 500,000 SH   SOLE   500,000 0 0
WINGSTOP INC COM 974155103 6,628 50,000 SH Put SOLE   50,000 0 0
XPO LOGISTICS INC COM 983793100 11,920 100,000 SH Call SOLE   100,000 0 0
YELLOWSTONE ACQUISITION CO UNIT 10/22/2025 98566K204 4,793 450,000 SH   SOLE   450,000 0 0
YETI HLDGS INC COM 98585X104 6,847 100,000 SH Put SOLE   100,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1,003 2,610 SH   SOLE   2,610 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 38,940 300,000 SH   SOLE   300,000 0 0
ZYNGA INC CL A 98986T108 13,818 1,400,000 SH   SOLE   1,400,000 0 0